construction2style Behind the Business: Achieving financial stability with Buildertrend (part 5 of 5)

This week we bring you the fifth and final installment of our Behind the Business series featuring construction2style. We followed the journey of co-founders and spouses, Jamie and Morgan Molitor, as they navigated the world of construction and technology. Here’s their story on how their client-turned-employee helped them achieve financial stability through software.

Every construction pro knows the heart of their business is their clients – and the Molitor’s are no exception.

Jill Jenson, controller and office manager at construction2style, was looking for a construction company to remodel her parent’s home. At the time, she was following construction2style on Instagram and really resonated with their design style. She decided to meet with Morgan and Jamie to see if they’d be a good fit to help bring her parents’ home to life.

No surprise, it was an instant connection and the Molitor’s were hired.

After they finished the gorgeous whole-home remodel, one of their employees left the team. Jill didn’t miss a beat and asked them to hold off hiring anyone until she had a chance to chat with them. As a customer, she felt they were missing a few key things that could make their processes smoother – and she knew her skillset could really add value.

Jill was quickly hired and hit the ground running.

In this Behind the Business video, we get to hear from Jill’s perspective on how she used her experience as a client to introduce technology to the team – and achieve financial stability for the business while improving the client experience.

Enhancing the business with customer feedback

One of the things that Jill really loved about the construction2style team was that they were so knowledgeable and creative in the construction world. Their work was high quality and their eye for design was unmatched.

But that knowledge didn’t necessarily translate when it came to running the business side of things.

“As a customer, I felt the invoicing process was just a little wacky. I wasn’t happy with it,” Jill said.

So that was one of the first things she worked to improve once joining the team as an employee. She knew there had to be a way to make the invoicing process better for their clients.

Another problem she quickly realized was that there wasn’t any in-depth financial tracking, except for what was being done in QuickBooks.

In her search for answers, Jill turned to Katie Kath of Jkath Design Build + Reinvent who gave her the solution she was looking for: Buildertrend.

“I was all on board,” said Jill. “I said ‘I think this is gonna really help me and the integration with QuickBooks from the financial aspect.”

She wasn’t wrong.

How to improve financial processes with technology

“When I was trained in Buildertrend, I was most excited for the ease of invoicing and receipts loading right into Buildertrend, right into the job, and then integrating right into QuickBooks,” Jill said about her experience getting started with our construction management software.

She was blown away by the massive amount of financial tools and services we offered, and trained extensively to ensure she got as much value as possible out of Buildertrend.

“There are a lot of financial reports that are just right at your fingertips,” she said. Which was a huge game-changer for construction2style, because up until then, they really weren’t tracking anything financially.

Financial tracking is crucial in a construction business for ensuring profitability. Accurate monitoring of expenses and revenue keeps projects on budget and maintains a healthy bottom line.

The importance of financial management in construction

Effective financial management and stability are one of the most important things a construction business should focus on to ensure long-term growth and success.

Proper budgeting and financial planning enable builders to allocate resources efficiently, avoid cash flow issues and invest in new projects and technology. Financial stability also enhances the company’s ability to secure financing for themselves and their homeowners, as well as build relationships with key suppliers and subs.

Well-managed finances provide a cushion against economic downturns and unexpected expenses or losses, helping the business remain resilient and competitive in a demanding market.

Thanks to the vision of one client, construction2style now has the tools they need to not only improve the customer experience – but to achieve financial clarity and control for years to come.

Behind the Business with construction2style

If you missed the other installments in our Behind the Business series with construction2style, you can check them out here:

Part 1: Crafting sanctuary spaces for their clients

Part 2: Onboarding Buildertrend … for real this time

Part 3: The power of finding your change champion

Part 4: Building community in construction

Not yet a Buildertrend customer? Schedule a demo with our team to learn how you can follow in the Molitor’s footsteps and finally gain the financial stability your business deserves.